Configuring a metric

For a Pivot Table metric, you can configure the aggregation method for the metric, the tooltip for summary values, and the format of the metric value.

Note that for predefined metrics, you cannot select the aggregation method.

For more information on the aggregation methods and how they work, see Aggregation methods and the data types that can use them.

On the Table Layout tab of the Pivot Table edit view, each metric includes a drop-down list for you to select the aggregation method.


Dropdown list of aggregation methods for a Pivot Table metric

To configure all of the options for a metric:

  1. On the Table Layout tab, click the edit icon for the metric you want to edit.

    The Configure Metric dialog is displayed.


    Initial view of the Configure Metric dialog for a Pivot Table metric
  2. From the Aggregation function drop-down list, select the aggregation method used to calculate the metric values.
  3. The Summary Calculation section contains the Summary tooltip field, used to add a description to the tooltip displayed when users hover the mouse over a metric value in a summary row or column.

    When the dialog is first displayed, the section is collapsed. To expand or collapse the section, click the section heading.


    Summary Calculation section of the Configure Metric dialog for a Pivot Table metric
  4. The Value Formatting section contains settings to customize the format of the metric values. When the dialog is first displayed, the section is collapsed.

    To expand or collapse the section, click the section heading.


    Value Formatting section of the Configure Metric dialog

    For details on formatting displayed values, see Configuring the format of values displayed on a component.

  5. To save the metric configuration, click Apply.